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SAM LLC Senior Manager Credit and Collections in Austin, Texas

Who We Are

This position will oversee the credit risks with clients, monitor daily the open Accounts Receivable and drive the ongoing collection efforts. The role is responsible to develop an implementation of a strategy to improve collection of outstanding invoices, including analysis, recommendations, and monitoring of credit limits and exposures for the Company. This includes overall responsibility for the management of the annual analysis of customer financial statements and related credit information. Other management accountabilities are to ensure compliance with company-wide credit policies and procedures; monitor the collection of past due accounts, preparation of management reports and assist with other financial analysis and department projects as requested.

Your Impact at SAM

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Monitor customer accounts for overdue payments and follow up with customers on outstanding balances

  • Set payment collection goals and targets for Project Managers, business development leads and offices; set daily, weekly, and monthly Key Performance Indicators (KPI) that must be met

  • Develop and implement effective collection strategies

  • Review and monitor PowerBI aging and collection reports to continually understand status of collections and outstanding balances

  • Oversee credit and collection functions including analyzing credit applications, approving new customers, determining credit lines, as needed, ensuring timely collections, and enforcing credit policies and procedures

  • Establish and maintain relationships with project managers, office managers and Ops managers

  • Establish and maintain relationships with business clients and customers or provide assistance with problems faced

  • Provide analysis and forecasts on collections for cash forecasting and planning; understand trending of key clients and overall sectors/markets

  • Monitor Company exposure daily; ensure compliance with Company credit policies

  • Review Dun and Bradstreet or other credit sources for credit worthiness of existing and new clients or customers

  • Provide insight into operational gaps and opportunities for the Billing Department from lessons learned through customer negotiations and discussions. This includes suggesting corrections of invoices or review of the billing for the client.

  • Establish Call Campaigns as needed but no less than annually before year-end close

  • Manage certain customer complaints as needed and negotiate payment arrangements

  • Learn client specific requirements on billing and communicate these requirements to the Billing Department, Project Manager, or others who may need to know

  • Assist with finance and Board of Director Meetings presentations

  • Collaborate with financial leadership, legal and operations. Assist the CFO as needed on special projects

  • Ability to work independently and be responsible to follow up on action items

  • Present reports as needed on critical collection needs and impact to working capital

  • Regularly communicate with supervisor on work progress, concerns, questions

Other

  • Work closely with FP&A, field offices (project specialist, Project Managers, Office Managers and Ops Managers)

  • Work closely with the business development/sales teams to understand customer needs and requirements

  • Perform other risk management duties/special projects as assigned

  • Design and implement processes to improve cash flow and reduce receivables

What You Bring to SAM

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

  • Bachelor’s degree in Finance or Accounting or related field required

  • 10+ years of similar service industry experience required

  • 5+ years of managerial/supervisor experience required

  • Demonstrated knowledge of credit analysis, finance, business operations, and strategic planning

  • Demonstrated competency of leadership and interpersonal skills

  • Experience working with ERP systems

  • Strong analytical, problem-solving and decision- making capabilities; independent and proactive thinking

  • Team player with the ability to work in a fast-paced environment

  • Ability to work and communicate well with customers to understand their priorities and concerns and reasons for non-payment of outstanding invoices

  • Ability to work with all levels of employees within the organization as well as outside consultants and vendors

  • Proficiency in MS Word, Office, and Excel

  • Familiarity with PowerBI will be an asset

  • Ability to articulate complex information to a varied audience clearly and concisely

  • Ability to multi-task and prioritize projects to manage multiple priorities and deadlines in a fast-paced environment

Our Perks

  • Opportunity for hybrid work schedules for office positions – Work-life balance is on us

  • Company paid premiums for medical, dental, vision, LTD and life insurance (HSA and FSA plans available)

  • Generous paid time off (vacation, sick, holidays and parental leave) – Accrual starts immediately

  • 401(k) program offers 100% employer match up to 5%

  • Paid continuing education courses and tuition reimbursement

  • Employee Assistance Program – Your mental health is our priority

  • No glass ceiling! Truly a place to spread your wings (Ask about our Career Pathing!)

  • Trainings throughout the year – Specialized in-house trainings programs designed to assist you in advancing in your career

  • Office snacks, free food and fun-themed events for employees throughout the year

  • Passion for our Community – You have endless opportunities to volunteer alongside your peers with our Corporate Social Responsibility Program

Our Culture

Our entrepreneurial culture is a key factor in SAM being recognized as a Top Workplace for eleven consecutive years, and we make it our mission to ensure every one of our employees learns how to build and manage a business, not just be the subject matter expert on the team. At SAM, our employee’s development is instrumental to our success. Your learning will be supported by specialized in-house training programs and mentoring by the industry’s leading experts, who just happen to be on our staff! We make SAM a GREAT place to work, but it all starts with YOU!

EEO

SAM is an EOE/Affirmative Action Employer M/F/D/V. SAM also participates in the federal E-Verify Program.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

  • Bachelor’s degree in Finance or Accounting or related field required

  • 10+ years of similar service industry experience required

  • 5+ years of managerial/supervisor experience required

  • Demonstrated knowledge of credit analysis, finance, business operations, and strategic planning

  • Demonstrated competency of leadership and interpersonal skills

  • Experience working with ERP systems

  • Strong analytical, problem-solving and decision- making capabilities; independent and proactive thinking

  • Team player with the ability to work in a fast-paced environment

  • Ability to work and communicate well with customers to understand their priorities and concerns and reasons for non-payment of outstanding invoices

  • Ability to work with all levels of employees within the organization as well as outside consultants and vendors

  • Proficiency in MS Word, Office, and Excel

  • Familiarity with PowerBI will be an asset

  • Ability to articulate complex information to a varied audience clearly and concisely

  • Ability to multi-task and prioritize projects to manage multiple priorities and deadlines in a fast-paced environment

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Monitor customer accounts for overdue payments and follow up with customers on outstanding balances

  • Set payment collection goals and targets for Project Managers, business development leads and offices; set daily, weekly, and monthly Key Performance Indicators (KPI) that must be met

  • Develop and implement effective collection strategies

  • Review and monitor PowerBI aging and collection reports to continually understand status of collections and outstanding balances

  • Oversee credit and collection functions including analyzing credit applications, approving new customers, determining credit lines, as needed, ensuring timely collections, and enforcing credit policies and procedures

  • Establish and maintain relationships with project managers, office managers and Ops managers

  • Establish and maintain relationships with business clients and customers or provide assistance with problems faced

  • Provide analysis and forecasts on collections for cash forecasting and planning; understand trending of key clients and overall sectors/markets

  • Monitor Company exposure daily; ensure compliance with Company credit policies

  • Review Dun and Bradstreet or other credit sources for credit worthiness of existing and new clients or customers

  • Provide insight into operational gaps and opportunities for the Billing Department from lessons learned through customer negotiations and discussions. This includes suggesting corrections of invoices or review of the billing for the client.

  • Establish Call Campaigns as needed but no less than annually before year-end close

  • Manage certain customer complaints as needed and negotiate payment arrangements

  • Learn client specific requirements on billing and communicate these requirements to the Billing Department, Project Manager, or others who may need to know

  • Assist with finance and Board of Director Meetings presentations

  • Collaborate with financial leadership, legal and operations. Assist the CFO as needed on special projects

  • Ability to work independently and be responsible to follow up on action items

  • Present reports as needed on critical collection needs and impact to working capital

  • Regularly communicate with supervisor on work progress, concerns, questions

Other

  • Work closely with FP&A, field offices (project specialist, Project Managers, Office Managers and Ops Managers)

  • Work closely with the business development/sales teams to understand customer needs and requirements

  • Perform other risk management duties/special projects as assigned

  • Design and implement processes to improve cash flow and reduce receivables

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